13F Filings History of Heritage Family Offices, LLP

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$220,043,763
Signature - Title
Michael Frost - Partner, President, CCO
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by Heritage Family Offices, LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Heritage Family Offices, LLP reported 202 stock holdings with total value $220,043,763 as of Q4 2025. Top holdings included SMMD, SPEM, EFA, USHY, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 202 $220,043,763 +$25,787,493 -$21,941,579 +$3,845,914 SMMD, SPEM, EFA, USHY, IVV 13F-HR 12 Jan 2026, 11:19
Q3 2025 197 $214,907,466 +$15,161,606 -$21,121,341 -$5,959,735 SPEM, SMMD, EFA, USHY, AGG 13F-HR 07 Oct 2025, 16:11
Q2 2025 181 $195,610,463 +$2,736,703 -$3,224 +$2,733,479 SPEM, SMMD, USHY, EFA, IVV 13F-HR 09 Jul 2025, 13:01
Q1 2025 177 $195,527,485 +$18,146,780 -$21,415,580 -$3,268,800 SPEM, SMMD, USHY, EFA, IVV 13F-HR 10 Apr 2025, 10:33
Q4 2024 184 $200,399,588 +$19,312,660 -$6,024,604 +$13,288,056 SPEM, SMMD, EFA, USHY, IVV 13F-HR 14 Jan 2025, 15:35
Q3 2024 180 $193,696,838 +$11,729,173 -$7,196,261 +$4,532,912 SPEM, SMMD, EFA, USHY, IVV 13F-HR 16 Oct 2024, 09:55
Q2 2024 168 $180,178,793 $0 $0 $0 SPEM, SMMD, EFA, USHY, IVV 13F-HR 01 Aug 2024, 16:02